Derek Barnes is a financial advisor at TIAA-CREF in Frisco, TX, with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning from ongoing portfolio management, employing both model and customized portfolios under fiduciary standards.

Neil Guarniere is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities, Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized management under fiduciary standards.

Haley Rodriques is a CFP® with 13 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2021. Prior to this, she worked for nine years at D.R. Saur Financial, Inc. She holds a Series 65 registration. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Won Heo is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining TIAA-CREF in 2023, he spent 26 years at Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model portfolios and customized strategies under a fiduciary standard.

Connor Branch is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds the Series 66 designation and has worked previously at AW Securities and Equitable Advisor, LLC. Outside of his advisory role, Connor serves as an umpire for high school baseball through the Texas Association of Sports Officials. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations by providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm utilizes both quantitative and qualitative analysis via an Investment Committee to create customized allocations across various investment vehicles and offers multiple model and specialist portfolio strategies.

Jaylen Jackson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Ally Invest Securities LLC, Wells Fargo Clearing Services LLC, and United Airlines. Eagle Strategies serves a diverse client base comprising individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jay Lewis is a financial advisor with Integrity Alliance, LLC in Plano, TX, holding Series 63, 65, and 66 registrations and bringing 11 years of industry experience. His prior roles include positions at Smith Frank & Partners, LLC, Kestra Advisory Services, LLC, and Forthright Capital Advisory. He is a co-owner of FJ Publishing, LLC, a book publishing venture unrelated to his advisory work. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, managing roughly $5.4 billion across over 300 advisors. The firm delivers investment advice through discretionary accounts, model portfolios, and third-party sub-advisers, offering a range of portfolio management and financial planning services.

Jeff Rogers is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he focuses on developing and motivating a team of financial professionals, providing coaching and feedback to enhance their planning skills and client education. Jeff has extensive experience within Fidelity Investments, having held various roles since 2007. His previous positions include Assistant Branch Manager, Retirement Solutions Senior Manager, Investment Solutions Manager, Service Manager, Private Client Group Representative, Premium Services Representative, and Financial Representative. This progression reflects his broad expertise in financial services and leadership. Specific details about Jeff's education, credentials, personal interests, or community involvement were not provided.

Imran Akinteye is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and Fidelity Personal and Workplace Advisors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers separate broker-dealer services and manages donor-advised funds, using both model and customized portfolios within a fiduciary framework.

Ryan Fuchs is a CFP® professional affiliated with Creative Planning in Frisco, TX, with 16 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and IFRAH Financial Services. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Connor Pearl is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Luminate Bank, Gateway First Bank, Wells Fargo Bank, and Legacy Texas Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Rainey Rogers Sr. is a financial advisor with Kestra Advisory, holding a Series 63 designation and bringing 38 years of industry experience. His work history includes roles at Principal Securities Inc., Rogers-Tate Financial Group, and Principal Life Insurance Company. Outside of advisory services, he is involved in selling health and fixed life insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Vivian Van Ramirez is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and Fidelity Distributors Company LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with TIAA-administered retirement relationships. The firm's advisory model differentiates between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Tyler Burtscher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Prior to joining Mariner, he worked at Charles Schwab & Co., Inc. for over nine years. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, tax services, and retirement plan consulting through discretionary, customized portfolios overseen by an internal team and investment committee.

David Gauhs is a Series 66 accredited financial advisor with 27 years of industry experience, currently with Fifth Third Securities, Inc. He has previously worked at Comerica Securities, Ameriprise Financial Services, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations, trusts, and retirement accounts. The firm offers various investment advisory and brokerage services through multiple program types, including managed accounts and separately managed account strategies, supported by its position as a wholly owned subsidiary of Fifth Third Bank.

Jesse Faggioli is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and Broadridge Business Process Outsourcing. Outside of his advisory role, he is involved in pet care services through Rover. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to employer retirement plans administered by TIAA. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Christie Russell is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, with prior experience at Northwestern Mutual Wealth Management Company. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and digital advisory solutions.

Sophie Springs is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF, she worked at Coca-Cola and has experience in hospitality and food service from previous roles. Outside of finance, she was affiliated with Brier Creek Country Club and TRUE Crafted Pizza. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary portfolio management, employing a fiduciary standard within a vertically integrated structure.

Owen Mc Cone is a financial advisor with Carson Wealth, holding a Series 65 designation and based in Dallas, TX. He has been in the industry since 2026 and has held positions at several firms including CWM, LLC, Chessman Wealth Strategies, Vineyard Family Wealth Advisors, Integrity Road Wealth Partners, and Northwestern Mutual. Prior to entering the financial industry, he worked in education at Liberty University, Fayetteville High School, and Woodland Junior High School. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and access to alternative investments through a model portfolio approach overseen by an Investment Committee.

Charles Machann is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. He operates Omega Wealth Group LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Additionally, he runs DZYNR LLC, a business involved in private-labeling and selling products via Amazon. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations and manages primarily non-discretionary assets, working extensively with defined contribution and benefit plans, charitable and corporate clients, and insurance-related advisory products.